Sustainable Insight Capital Management’s Ameriprise Financial AMP Stock Holding History

Sustainable Insight Capital Management’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,363	Closed	-$2.42M	–	69
2023 Q4	$2.42M	Sell	6,363 -2,350	-27%	-$806K	1.97%	15
2023 Q3	$2.87M	Buy	+8,713	New	+$2.97M	2.82%	15
2023 Q2	–	Sell	-6,524	Closed	-$2M	–	55
2023 Q1	$2M	Buy	6,524 +1,724	+36%	+$565K	2.01%	14
2022 Q4	$1.49M	Buy	4,800 +1,739	+57%	+$530K	1.69%	12
2022 Q3	$771K	Buy	3,061 +1,858	+154%	+$489K	0.9%	34
2022 Q2	$296K	Hold	1,203	–	–	0.29%	77
2022 Q1	$361K	Hold	1,203	–	–	0.26%	67
2021 Q4	$363K	Sell	1,203 -381	-24%	-$113K	0.19%	63
2021 Q3	$418K	Hold	1,584	–	–	0.27%	54
2021 Q2	$394K	Buy	1,584 +26	+2%	+$6.55K	0.23%	75
2021 Q1	$362K	Hold	1,558	–	–	0.24%	70
2020 Q4	$303K	Buy	+1,558	New	+$279K	0.21%	77
2020 Q1	–	Sell	-1,510	Closed	-$252K	–	65
2019 Q4	$252K	Hold	1,510	–	–	0.26%	45
2019 Q3	$222K	Hold	1,510	–	–	0.25%	43
2019 Q2	$219K	Buy	+1,510	New	+$218K	0.26%	45

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sustainable Insight Capital Management's AMP Position: Q1 2024 in Review

Sustainable Insight Capital Management sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 6,363 shares — an estimated $2.42M sold.

Sustainable Insight Capital Management first reported a position in AMP in Q2 2019 and held it in 15 quarters. The position peaked at $2.87M in Q3 2023. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

Sustainable Insight Capital Management reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
Sustainable Insight Capital Management sold 6,363 Ameriprise Financial shares in Q1 2024, an estimated $2.42M.
Sustainable Insight Capital Management first reported a position in Ameriprise Financial in Q2 2019 and held it in 15 quarters.
Sustainable Insight Capital Management's Ameriprise Financial position peaked at $2.87M in Q3 2023.
1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2024, filed 7 May 2024.